Jared Gostanczik is a CFP, ChFC-designated registered investment advisor at Bonsai Advisors LLC, based in Summit, NJ, with 23 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 35 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Annual fees are negotiable at Bonsai's discretion.
Fee Estimator
Location
475 Springfield Ave, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jared is a landlord, spending minimal time managing rental property. He is also an IAR with TLG Advisors Inc. and spends nearly full-time hours overseeing internal sales at Bonsai LLC.
Employment History
Current Registrations
Bonsai Advisors LLC
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Gradient Securities, LLCBroker
Gradient Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Foresters Equity Services, INC.Broker
Waddell & Reed, INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Waddell & Reed, INC.Broker
State Registrations44 states
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